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Intellus Advisors’s Oracle ORCL Stock Holding History

Intellus Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$331K Buy
2,247
+668
+42% +$109K 0.05% 96
2025
Q4 		$308K Sell
1,579
-1
-0.1% -$238 0.04% 100
2025
Q3 		$444K Sell
1,580
-380
-19% -$96.8K 0.06% 84
2025
Q2 		$429K Buy
1,960
+497
+34% +$80.3K 0.06% 87
2025
Q1 		$205K Buy
+1,463
New +$238K 0.04% 112

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intellus Advisors's ORCL Position: Q1 2026 in Review

Intellus Advisors increased its Oracle (ORCL) stake by 42% in Q1 2026, buying an estimated $109K and bringing the position to 2,247 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #96.

Intellus Advisors first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $444K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Intellus Advisors held 2,247 shares of Oracle worth $331K as of Q1 2026.
  • Intellus Advisors bought 668 Oracle shares in Q1 2026, an estimated $109K.
  • Oracle made up 0.05% of Intellus Advisors's portfolio in Q1 2026, its #96 holding.
  • Intellus Advisors first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Intellus Advisors's Oracle position peaked at $444K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.